Filed December 14, 2021 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Service code 21 · EIN 94-3112180 | Bank Trustee | $442,812 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $174,607 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 23 · EIN 01-0233346 | Insurance services | $113,684 |
HECK CAPITAL ADVISORS3 years Service code 27 · EIN 26-0202276 | Advisory (Plan) | $95,000 |
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $41,250 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -10.16% | 73.13%-83.3pp | 12.68%-22.8pp | 73.13%-83.3pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $22,860-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $123-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $2,825-100.0% | - |